+431.5%
APLD vs LULU
-74.2%
+505.8%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -2.8% | -2.2% | -4.0% |
| 7D | -0.5% | -20.4% | +19.9% | +7.2% |
| 30D | -13.2% | -22.9% | +9.7% | -5.9% |
| 3M | -33.8% | -18.5% | -15.2% | -30.3% |
| 6M | -5.9% | -41.8% | +35.9% | +12.2% |
| YTD | +5.1% | -53.4% | +58.5% | +36.2% |
| 1Y | +51.8% | -40.9% | +92.7% | +72.1% |
| 3Y | +397.7% | -75.6% | +473.2% | +750.6% |
| All | +431.5% | -74.2% | +505.8% | +581.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LULU.
Daily Out/Under-Performance
Portfolio return minus LULU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LULU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded LULU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling